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Atria Wealth Solutions’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Atria Wealth Solutions’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
6,038
-450
-7% -$20.9K 0.01% 1179
2025
Q1 		$306K Sell
6,488
-150
-2% -$7K ﹤0.01% 1448
2024
Q4 		$309K Sell
6,638
-282
-4% -$13.3K ﹤0.01% 1529
2024
Q3 		$336K Hold
6,920
– – ﹤0.01% 1442
2024
Q2 		$320K Sell
6,920
-865
-11% -$39.7K ﹤0.01% 1466
2024
Q1 		$363K Sell
7,785
-115
-1% -$5.34K ﹤0.01% 1422
2023
Q4 		$371K Sell
7,900
-400
-5% -$17.8K ﹤0.01% 1354
2023
Q3 		$363K Buy
8,300
+270
+3% +$12.1K 0.01% 1293
2023
Q2 		$368K Hold
8,030
– – 0.01% 1318
2023
Q1 		$371K Sell
8,030
-1,100
-12% -$50.5K 0.01% 1305
2022
Q4 		$411K Sell
9,130
-3,842
-30% -$171K 0.01% 1188
2022
Q3 		$570K Buy
12,972
+2,702
+26% +$126K 0.01% 956
2022
Q2 		$478K Sell
10,270
-3,656
-26% -$174K 0.01% 993
2022
Q1 		$706K Buy
+13,926
New +$728K 0.01% 884

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $135M AUM 22.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's FCOR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Corporate Bond ETF (FCOR) stake by 6.9% in Q2 2025, selling an estimated $20.9K and leaving 6,038 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1179.

Atria Wealth Solutions first reported a position in FCOR in Q1 2022 and has held it in 14 quarters since. The position peaked at $706K in Q1 2022. 69 funds tracked by Wall St. Rank hold FCOR as of Q2 2025.

  • Atria Wealth Solutions held 6,038 shares of Fidelity Corporate Bond ETF worth $287K as of Q2 2025.
  • Atria Wealth Solutions sold 450 Fidelity Corporate Bond ETF shares in Q2 2025, an estimated $20.9K.
  • Fidelity Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1179 holding.
  • Atria Wealth Solutions first reported a position in Fidelity Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Fidelity Corporate Bond ETF position peaked at $706K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.